Patrick Thomas Harris
Investment adviser representative at Ira Group, Inc.
12 yearsExperience
1 stateRegistered in
$15.4BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Ira Group, Inc.May 2024 to now
- Investment Research & Advisory Group, Inc.Apr 2024 to now
- Creative Planning, LLCJul 2022 to Mar 2024
- Kestra Financial, Inc.Aug 2020 to Jun 2022
- U.S. BankOct 2019 to Aug 2020
- UnemployedJun 2019 to Oct 2019
- Ira GroupSep 2014 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (GA).
Ira Group, Inc.
Legal name: Investment Research & Advisory Group, Inc.
$15.4BAssets managed
302Clients
17Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6699001
- Firm CRD
- 126246